Madison Estate Council *Member Only* Event: "Transition by Design: Successful Succession of the Family Business and Wealth"

Date: Tuesday, April 21, 2020
Time: 3:00pm - 7:00pm
Location: Beacon Lounge - Bonfyre, 2601 W Beltline Hwy, Madison, WI 53713
Speaker: Susan P. Rounds, JD, CPA, LL.M. (taxation), AEPĀ®, TEP

As a member of the Madison Estate Council, you are invited to this special event featuring national speaker, Susan P. Rounds, on the topic of business succession.  A social hour will follow the speaker presentation.

3:00 Speed Networking - Increase Your Network with MEC Members:  Expand your network quickly.  The key is preparation.  Prepare your 30 second elevator speech. Bring a stack of business cards.  Be courteous and have fun!

4:00 Presentation by Susan

5:00 Social Hour (Cash Bar)

1 Continuing Education Credit will be applied for this presentation.

Member Only Event Registration Fee - $25 

Susan has over 25 years’ experience serving clients of big eight accounting, private law practice and global financial institutions in the areas of tax and estate planning, business succession, risk management, philanthropy, family dynamics and family governance. A frequent speaker, she has made presentations from New York to LA and Hawaii to Alaska on the topics of Estate Planning, Philanthropy, Business Succession, Family Dynamics and Governance, and Collaboration.

Teaching highlights include law school and college courses in estate and gift tax, income tax, financial accounting, business law, and auditing and all parts of the Becker Professional CPA Review Course. Susan also served as a faculty member for the NYU Summer Institute on Taxation and the Hawaii Tax Institute. Her articles have been featured in leading publications such as Trusts and Estates Magazine, The Journal of Practical Estate Planning, and The Journal of Private Wealth Management.

For fun, Susan sits on the Board of Directors for the National Association of Estate Planners and Councils and serves as Editor for the Journal of Estate and Tax Planning.

Login now to register for this event.

Add to My Outlook Calendar (see Google Calendar Instructions)

See Upcoming Event Calendar